AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
Topgolf Callaway Brands
MODG
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.7M 3.21%
315,854
+53,021
2
$36M 2.92%
222,729
-10,133
3
$33.1M 2.68%
77,206
+26,638
4
$29.6M 2.39%
232,190
+19,269
5
$10.7M 0.87%
89,633
-30,004
6
$9.85M 0.8%
+219,769
7
$9.84M 0.8%
145,269
-38,457
8
$9.52M 0.77%
157,577
+121,759
9
$8.16M 0.66%
187,743
-18,346
10
$7.03M 0.57%
272,610
-62,240
11
$6.99M 0.57%
41,327
-11,762
12
$6.36M 0.51%
+81,910
13
$6.05M 0.49%
42,525
+8,378
14
$5.48M 0.44%
23,937
-3,246
15
$5.23M 0.42%
75,944
-8,473
16
$4.83M 0.39%
+32,363
17
$4.81M 0.39%
+36,060
18
$4.81M 0.39%
364,608
+241,876
19
$4.51M 0.37%
20,244
+13,030
20
$4.45M 0.36%
70,895
+38,231
21
$4.04M 0.33%
15,294
+5,084
22
$3.74M 0.3%
+324,490
23
$3.59M 0.29%
5,756
+2,241
24
$3.57M 0.29%
87,020
-36,239
25
$3.53M 0.29%
+50,085
1
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